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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,737 | $160,070-38.3% | $147,117-32.9% | $145,897-32.3% |
| Participation rate | 61.5% | 84.0%-22.5pp | 82.2%-20.6pp | 80.3%-18.8pp |
| Annual return | 10.13% | 98.69%-88.6pp | 420.54%-410.4pp | 552.29%-542.2pp |
| Employer contribution / active EE | $1,204 | $5,285-77.2% | $4,932-75.6% | $4,663-74.2% |
| Participant deferral / active EE | $4,926 | $8,419-41.5% | $8,065-38.9% | $6,689-26.4% |
| Admin fee / account holder | $2,146 | $15,035-85.7% | $12,993-83.5% | $13,390-84.0% |